Question · Q3 2025
Tinh Nguyen from JPMorgan Chase & Co. inquired about Chime's member growth, competitive landscape, and the impact of widening the funnel on customer acquisition costs (CAC).
Answer
Chris Britt, Co-founder and CEO of Chime, highlighted strong momentum, Chime's leadership in direct deposit switches, and the acceleration of active member growth. Matt Newcomb, CFO, added that early engagement initiatives are driving record activations, lower CAC (down over 10% year-over-year for the third consecutive quarter), and improved cohort performance, leading to a faster 5-6 quarter transaction profit CAC payback.
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